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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,366 | $54,380-80.9% | $68,509-84.9% | $59,632-82.6% |
| Participation rate | 58.5% | 70.2%-11.7pp | 74.7%-16.2pp | 68.7%-10.1pp |
| Annual return | -2.54% | 2.83%-5.4pp | 8.27%-10.8pp | 2041.32%-2043.9pp |
| Employer contribution / active EE | $382 | $1,539-75.2% | $2,278-83.2% | $2,203-82.6% |
| Participant deferral / active EE | $1,556 | $2,643-41.1% | $3,382-54.0% | $3,192-51.2% |
| Admin fee / account holder | $8 | $3,885-99.8% | $5,275-99.8% | $4,297-99.8% |